Iron Mountain Inc
IRM- Exchange
- NYSE
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0001020569
In the last 90 days, Iron Mountain Inc insiders filed 0 open-market purchases and 8 sales; 1,173 institutions reported holding it in 13F filings for Q2 2026, worth $32.4B in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Iron Mountain Inc as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,173
- +93 vs. Q1 2026
- Shares held
- 257.1M
- +3.96M (+1.6%) vs. Q1 2026
- Total value
- $32.4B
- +$6.60B (+25.5%) vs. Q1 2026
- New holders
- 154
- 446 more added
- Sold out
- 61
- 386 more reduced
10 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting IRM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,173 | $32.4B |
| Q1 2026 | 1,090 | $25.9B |
| Q4 2025 | 1,011 | $21.4B |
| Q3 2025 | 1,017 | $25.5B |
| Q2 2025 | 1,045 | $25.5B |
| Q1 2025 | 995 | $21.1B |
| Q4 2024 | 1,067 | $24.9B |
| Q3 2024 | 1,056 | $28.8B |
| Q2 2024 | 967 | $22.2B |
| Q1 2024 | 938 | $19.0B |
| Q4 2023 | 891 | $16.4B |
| Q3 2023 | 831 | $13.7B |
| Q2 2023 | 817 | $12.9B |
| Q1 2023 | 790 | $12.0B |
| Q4 2022 | 782 | $11.4B |
| Q3 2022 | 743 | $10.0B |
| Q2 2022 | 767 | $10.9B |
| Q1 2022 | 777 | $12.4B |
| Q4 2021 | 754 | $12.0B |
| Q3 2021 | 711 | $9.94B |
| Q2 2021 | 687 | $9.70B |
| Q1 2021 | 630 | $8.44B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Iron Mountain Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Meeder Advisory Services, Inc. | 3,590 | $453.5K | 0.02% | −151−4.0% | Reduced |
| Curbstone Financial Management Corp | 3,590 | $453.5K | 0.08% | +3,590 | New |
| Teamwork Financial Advisors, LLC | 3,582 | $452.5K | 0.04% | +2+0.1% | Added |
| Koshinski Asset Management, Inc. | 3,579 | $452.0K | 0.02% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 3,575 | $451.6K | 0.05% | 00.0% | Unchanged |
| Armor Investment Advisors, LLC | 3,573 | $451.3K | 0.14% | −200−5.3% | Reduced |
| Natural Investments, LLC | 3,569 | $450.0K | 0.10% | −540−13.1% | Reduced |
| Baker Avenue Asset Management, LP | 3,513 | $443.7K | 0.01% | +623+21.6% | Added |
| Long Road Investment Counsel, LLC | 3,500 | $442.1K | 0.16% | 00.0% | Unchanged |
| Philadelphia Trust Co | 3,500 | $442.0K | 0.03% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 3,458 | $436.8K | 0.00% | +667+23.9% | Added |
| Fulton Bank, N.A. | 3,448 | $435.5K | 0.01% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 3,447 | $435.4K | 0.11% | +10+0.3% | Added |
| Fort Point Capital Partners LLC | 3,390 | $431.1K | 0.05% | −73−2.1% | Reduced |
| La Banque Postale Asset Management SA | 3,392 | $428.4K | 0.00% | −1,482−30.4% | Reduced |
| Sowell Financial Services LLC | 3,364 | $424.9K | 0.01% | +101+3.1% | Added |
| Davis R M Inc | 3,318 | $419.1K | 0.01% | 00.0% | Unchanged |
| American Investment Services, Inc. | 3,304 | $417.3K | 0.09% | 00.0% | Unchanged |
| Groesbeck Investment Management Corp | 3,284 | $415.0K | 0.66% | +3,284 | New |
| Cetera Trust Company, N.A | 3,285 | $414.9K | 0.21% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 3,282 | $414.6K | 0.01% | −404−11.0% | Reduced |
| Pinnacle Financial Partners, Inc. | 3,277 | $414.0K | 0.00% | +73+2.3% | Added |
| Mather Group, LLC. | 3,274 | $413.5K | 0.00% | +180+5.8% | Added |
| Wealthspire Advisors, LLC | 3,233 | $408.4K | 0.00% | −1,051−24.5% | Reduced |
| Legacy Wealth Asset Management, LLC | 3,231 | $408.2K | 0.09% | +3,231 | New |
| Foster & Motley Inc | 3,213 | $406.0K | 0.02% | −70−2.1% | Reduced |
| E&G Advisors, LP | 3,200 | $404.2K | 0.08% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 3,198 | $404.0K | 0.03% | +30+0.9% | Added |
| Fortis Capital Management LLC | 3,196 | $403.7K | 0.05% | +73+2.3% | Added |
| Coastal Bridge Advisors, LLC | 3,181 | $401.8K | 0.02% | −120−3.6% | Reduced |
| Ellevest, Inc. | 3,204 | $401.7K | 0.05% | −393−10.9% | Reduced |
| Symphony Financial, Ltd. Co. | 3,103 | $401.1K | 0.04% | +55+1.8% | Added |
| Diversified Enterprises, LLC | 3,157 | $398.8K | 0.02% | +104+3.4% | Added |
| Sovereign Financial Group, Inc. | 3,148 | $397.6K | 0.06% | −79−2.4% | Reduced |
| Kovack Advisors, Inc. | 3,182 | $394.9K | 0.02% | +41+1.3% | Added |
| Fortitude Family Office, LLC | 3,112 | $393.1K | 0.08% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 3,108 | $392.6K | 0.02% | +442+16.6% | Added |
| Aew Capital Management L P | 3,100 | $391.6K | 0.02% | +3,100 | New |
| Gateway Investment Advisers LLC | 3,079 | $388.9K | 0.00% | −478−13.4% | Reduced |
| Ashton Thomas Private Wealth, LLC | 3,078 | $388.8K | 0.01% | +90+3.0% | Added |
| Integrated Advisors Network LLC | 3,078 | $388.8K | 0.02% | −151−4.7% | Reduced |
| Onyx Bridge Wealth Group LLC | 3,061 | $387.0K | 0.03% | +81+2.7% | Added |
| Mayflower Financial Advisors, LLC | 3,037 | $383.6K | 0.03% | +722+31.2% | Added |
| Montag A & Associates Inc | 3,019 | $383.5K | 0.02% | 00.0% | Unchanged |
| Sentinus, LLC | 3,022 | $381.7K | 0.03% | +692+29.7% | Added |
| SageView Advisory Group, LLC | 3,016 | $381.0K | 0.01% | +3,016 | New |
| Clean Yield Group | 3,000 | $378.9K | 0.09% | 00.0% | Unchanged |
| Asset Planning,Inc | 3,000 | $378.9K | 0.25% | 00.0% | Unchanged |
| Crown Wealth Group, LLC | 2,995 | $378.3K | 0.10% | +47+1.6% | Added |
| James Hambro & Partners | 2,972 | $375.3K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2,969 | $375.0K | 0.00% | −1,609−35.1% | Reduced |
| Quest Investment Management LLC | 2,958 | $373.7K | 0.04% | −1,479−33.3% | Reduced |
| Amplius Wealth Advisors, LLC | 2,954 | $373.1K | 0.03% | +2,954 | New |
| Relyea Zuckerberg Hanson LLC | 2,920 | $368.9K | 0.03% | −5−0.2% | Reduced |
| Advisor OS, LLC | 2,915 | $368.2K | 0.02% | +192+7.1% | Added |
| Change Path, LLC | 2,902 | $366.6K | 0.01% | +2,902 | New |
| Savvy Advisors, Inc. | 2,891 | $365.2K | 0.01% | +89+3.2% | Added |
| EverSource Wealth Advisors, LLC | 2,884 | $364.2K | 0.01% | +88+3.1% | Added |
| Bayforest Capital Ltd | 2,882 | $364.0K | 0.34% | +406+16.4% | Added |
| BTC Capital Management, Inc. | 2,861 | $361.4K | 0.02% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 2,860 | $361.3K | 0.02% | +194+7.3% | Added |
| Beaumont Financial Advisors, LLC | 2,858 | $361.0K | 0.02% | +5+0.2% | Added |
| Southland Equity Partners LLC | 2,857 | $360.9K | 0.06% | −10−0.3% | Reduced |
| Keebeck Wealth Management, LLC | 2,824 | $359.1K | 0.04% | +741+35.6% | Added |
| Boston Private Wealth LLC | 2,842 | $359.0K | 0.02% | +20+0.7% | Added |
| Gladstone Institutional Advisory LLC | 2,826 | $357.0K | 0.01% | +2,826 | New |
| IMA Wealth, Inc. | 2,804 | $356.6K | 0.02% | +17+0.6% | Added |
| American Institute for Advanced Investment Management, LLP | 2,815 | $355.6K | 0.21% | +25+0.9% | Added |
| Soltis Investment Advisors LLC | 2,812 | $355.1K | 0.02% | +508+22.0% | Added |
| Cigna Investments Inc | 2,808 | $355.0K | 0.05% | 00.0% | Unchanged |
| Jordan Park Group LLC | 2,803 | $354.0K | 0.02% | 00.0% | Unchanged |
| Nwam LLC | 2,793 | $352.8K | 0.02% | +10+0.4% | Added |
| TD Private Client Wealth LLC | 2,791 | $352.5K | 0.01% | −2,695−49.1% | Reduced |
| Xxi Wealth, LLC | 2,784 | $351.6K | 0.16% | +278+11.1% | Added |
| Aptus Capital Advisors, LLC | 2,779 | $351.0K | 0.00% | −14−0.5% | Reduced |
| Palacios Wealth Management, LLC | 2,755 | $348.0K | 0.21% | 00.0% | Unchanged |
| Dorsey Wright & Associates | 2,746 | $346.8K | 0.06% | +2,746 | New |
| IFP Advisors, Inc | 2,729 | $344.7K | 0.01% | +528+24.0% | Added |
| Family Investment Center, Inc. | 2,729 | $344.7K | 0.06% | +2,729 | New |
| TRUE Private Wealth Advisors | 2,725 | $344.2K | 0.03% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 2,714 | $342.8K | 0.17% | +23+0.9% | Added |
| SeaBridge Investment Advisors LLC | 2,711 | $342.4K | 0.05% | 00.0% | Unchanged |
| Retirement Income Solutions, Inc | 3,350 | $342.2K | 0.06% | 00.0% | Unchanged |
| Spire Wealth Management | 2,702 | $341.3K | 0.01% | −2,436−47.4% | Reduced |
| Premier Path Wealth Partners, LLC | 2,696 | $340.6K | 0.04% | +2+0.1% | Added |
| Allen Investment Management LLC | 2,696 | $340.5K | 0.00% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 2,696 | $340.5K | 0.04% | +54+2.0% | Added |
| Keystone Financial Group | 2,679 | $338.3K | 0.02% | 00.0% | Unchanged |
| VestGen Advisors, LLC | 2,666 | $336.8K | 0.01% | −155−5.5% | Reduced |
| Seelaus Asset Management LLC | 2,650 | $334.7K | 0.24% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 2,635 | $332.8K | 0.01% | −121−4.4% | Reduced |
| Indivisible Partners | 2,604 | $328.9K | 0.02% | +479+22.5% | Added |
| Brown Financial Advisors | 2,580 | $325.9K | 0.11% | +90+3.6% | Added |
| Pallas Capital Advisors LLC | 2,563 | $323.7K | 0.01% | +372+17.0% | Added |
| GHP Investment Advisors, Inc. | 2,563 | $323.7K | 0.01% | +2,451+2,188.4% | Added |
| KC Investment Advisors, LLC | 2,546 | $321.6K | 0.06% | +2,546 | New |
| Ameritas Investment Partners, Inc. | 2,543 | $321.2K | 0.01% | −149−5.5% | Reduced |
| Segment Wealth Management, LLC | 2,534 | $320.1K | 0.02% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 2,505 | $316.4K | 0.00% | −71−2.8% | Reduced |
| Prosperity Consulting Group, LLC | 2,493 | $314.9K | 0.01% | +133+5.6% | Added |